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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-10-28 |
| TX | RA | APPROVED | 2025-03-31 |
Branch Locations
7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • United States
3100 West Ray Road Suite 201, Chandler, AZ 85226-2470 • United States
Phoenix, AZ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Westlake | TX | 01/2021 | 10/2025 |
| The Dinerstein Companies | College Station | TX | 06/2020 | 12/2020 |
| Texas A&M University | College Station | TX | 11/2018 | 05/2020 |
| Gmh Capital Partners | College Station | TX | 05/2018 | 10/2018 |
| Texas A&M University | College Station | TX | 07/2016 | 04/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 10/2025 |
| Fidelity Brokerage Services | Chandler | AZ | 10/2025 | Present |
| Strategic Advisers Llc | Chandler | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-16 |
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